Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.9B
AUM Growth
-$2.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$51.1M
3
+$50.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$48.5M
5
GTM
ZoomInfo Technologies
GTM
+$38.6M

Top Sells

1
+$360M
2
+$341M
3
+$205M
4
HD icon
Home Depot
HD
+$171M
5
JPM icon
JPMorgan Chase
JPM
+$168M

Sector Composition

1 Technology 19%
2 Industrials 11.28%
3 Financials 11.25%
4 Healthcare 10.02%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2.43M 0.01%
34,299
-3,835
852
$2.43M 0.01%
108,305
+36,633
853
$2.43M 0.01%
48,366
-1,744,921
854
$2.43M 0.01%
22,052
-2,505
855
$2.42M 0.01%
106,965
-33,635
856
$2.42M 0.01%
10,692
-3,071
857
$2.38M 0.01%
118,737
+21,417
858
$2.37M 0.01%
+17,956
859
$2.36M 0.01%
283,000
-6,785
860
$2.36M 0.01%
142,063
-1,062
861
$2.35M 0.01%
38,122
+1,865
862
$2.34M 0.01%
149,753
-411,080
863
$2.33M 0.01%
10,316
-12
864
$2.32M 0.01%
24,491
-1,123
865
$2.32M 0.01%
58,185
-968
866
$2.32M 0.01%
30,480
-651
867
$2.32M 0.01%
245,212
+10,287
868
$2.31M 0.01%
127,078
+3,091
869
$2.31M 0.01%
138,751
+4,801
870
$2.31M 0.01%
50,075
+11,812
871
$2.3M 0.01%
36,864
-401
872
$2.3M 0.01%
67,390
+17,397
873
$2.28M 0.01%
65,368
-983
874
$2.27M 0.01%
59,437
+10,752
875
$2.27M 0.01%
8,345
-16,592
33 34
35
36 37